WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.8M

Sector Composition

1 Financials 7.06%
2 Technology 6.72%
3 Consumer Discretionary 5.81%
4 Communication Services 4.66%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$229K 0.05%
1,894
-128
352
$228K 0.05%
4,934
-146,259
353
$222K 0.05%
3,446
-2,598
354
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4,998
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356
$219K 0.05%
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357
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-50
358
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4,831
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359
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360
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361
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11,182
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362
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1,621
-17
363
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364
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1,885
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365
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366
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369
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371
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373
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-300
374
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375
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9,698
+49
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